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18/08 Sakshi Ranawat
Senior Associate Recruiter at Arin Consultancy

Views:247 Applications:89 Rec. Actions:Recruiter Actions:8

Mid Level Relationship Manager - Wealth Management (10-15 yrs)

Mumbai Job Code: 126303

- HNI Client Acquisition For Companys Equity Product 


- Handling Sales Of Wealth Product.  


- Developing Relationships With High And Ultra-High-Net Worth Clients  


- Responsible For New Client Acquisition, Building New Relationships And Increasing Depth In Existing Relationships With High Net Worth Clients.  


- Strategizing & Increasing Mutual fund advisory Business


 - Prepare Sales Calls, Presentations, Demonstrations, Internal Training, Assessments And Proposals Related To Our Products. Strive To Provide Analytics Based Solutions To Investors  


- Creating A Systematic Approach To Increase Reach Through Potential Mapping And Sales Planning.  


- Provide Professional Customer Service To Achieve A High Percentage Of Customer Satisfaction And Retention. Develop And Maintain A Long-Term Relationship. 


- Person With Passion For Selling Financial Products Like Equities/Mutual Funds/Pms/AIF With Good Communication & Presentation Skills And Presentable  


- AMFI And NCFM Certification Preferred

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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